STRATEGY STUDIO / PUBLIC DATA EXPLORER

GOLDEN OAK MANOR INC

Cite this

Plain text GOLDEN OAK MANOR INC. Strategy Studio, nonprofit organization profile, tax years 2013–2024. https://strategystudio.org/org/680362018. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). GOLDEN OAK MANOR INC [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/680362018

MLA “GOLDEN OAK MANOR INC.” Strategy Studio, tax years 2013–2024, https://strategystudio.org/org/680362018. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2013–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $2.2M · expenses $2.0M · assets $7.5M

EIN
68-0362018
Address
22 PELICAN WAY, SAN RAFAEL, CA 94901-5545
NTEE code
B90
Subsection
501(c)(3)
Ruling year
1995
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PERFORM THE CHARITABLE FUNCTIONS OF AND CARRY OUT THE CHARITABLE PURPOSES OF EAH INC., A RELATED CALIFORNIA PUBLIC BENEFIT CORPORATION.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Laura Hall VICE PRESIDENT2013-2024 $673,413$5,080,550 31
Welton Jordan PRESIDENT2017-2024 $492,640$2,958,832 24
David T Egan ASSISTANT SECRETARY2018-2024 $302,676$1,592,363 2
Debbie Starr SECRETARY2017-2024 $106,391$740,911 1
Cathy Macy (former) Vice President2017-2023 $418,966$2,400,068 36
Mary Murtagh (former) PRESIDENT2013-2016 $346,401$1,381,287 30
Matthew Steinle (former) Vice President2013-2016 $235,767$892,203 4

People by year

2024 · 4 people listed · 4 paid, $1.6M · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA HALL VICE PRESIDENT0 $0$626,062$47,351 $673,41331
WELTON JORDAN PRESIDENT0 $0$458,093$34,547 $492,64024
DAVID EGAN ASSISTANT SECRETARY10 $67,980$202,073$32,623 $302,6762
DEBBIE STARR SECRETARY0 $0$88,737$17,654 $106,3911
2023 · 5 people listed · 5 paid, $2.0M · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA HALL ASST. SECRETARY0 $0$612,298$43,208 $655,50631
WELTON JORDAN PRESIDENT0 $0$520,780$29,184 $549,96424
CATHY MACY Vice President0 $0$381,279$37,687 $418,96636
David Egan EAH VP R.E. DEV10 $62,555$182,860$27,022 $272,4372
DEBBIE STARR Secretary0 $0$86,087$16,135 $102,2221
2022 · 5 people listed · 5 paid, $1.8M · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA HALL ASST. SECRETARY0 $0$591,118$41,676 $632,79431
WELTON JORDAN PRESIDENT0 $0$418,349$27,052 $445,40124
CATHY MACY Vice President0 $0$372,185$39,392 $411,57736
David Egan EAH VP R.E. DEV10 $57,603$166,878$25,430 $249,9112
DEBBIE STARR Secretary0 $0$84,926$15,295 $100,2211
2021 · 5 people listed · 5 paid, $1.5M · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA HALL ASST. SECRETARY0 $0$465,170$37,371 $502,54131
WELTON JORDAN PRESIDENT0 $0$330,497$21,133 $351,63024
CATHY MACY Vice President0 $0$311,553$34,815 $346,36836
David Egan EAH VP R.E. DEV10 $49,654$144,146$22,109 $215,9092
DEBBIE STARR Secretary0 $0$78,751$14,162 $92,9131
2020 · 5 people listed · 5 paid, $1.4M · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA HALL ASST. SECRETARY0 $0$414,994$21,209 $436,20331
WELTON JORDAN PRESIDENT0 $0$316,411$22,867 $339,27824
CATHY MACY Vice President0 $0$316,282$20,845 $337,12736
David Egan 10 $46,298$134,053$14,664 $195,0152
DEBBIE STARR Secretary0 $0$76,436$14,364 $90,8001
2019 · 5 people listed · 5 paid, $1.3M · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA HALL ASST. SECRETARY0 $0$368,663$20,847 $389,51031
WELTON JORDAN PRESIDENT0 $0$302,407$23,002 $325,40924
CATHY MACY Vice President0 $0$294,555$20,557 $315,11236
David T Egan 10 $43,465$125,844$12,931 $182,2402
DEBBIE STARR SECRETARY0 $0$72,541$13,738 $86,2791
2018 · 5 people listed · 5 paid, $1.2M · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA HALL ASST. SECRETARY0 $0$310,562$23,034 $333,59631
CATHY MACY Vice President0 $0$274,994$20,701 $295,69536
WELTON JORDAN PRESIDENT0 $0$254,581$19,334 $273,91524
David T Egan 10 $40,923$118,756$14,496 $174,1752
DEBBIE STARR SECRETARY0 $0$69,991$12,725 $82,7161
2017 · 4 people listed · 4 paid, $852K · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAURA HALL ASST. SECRETARY0 $0$294,407$22,154 $316,56131
CATHY MACY Vice President0 $0$255,552$19,671 $275,22336
WELTON JORDAN PRESIDENT0 $0$165,067$15,528 $180,59524
DEBBIE STARR SECRETARY0 $0$67,645$11,724 $79,3691
2016 · 3 people listed · 3 paid, $882K · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MURTAGH PRESIDENT0 $0$321,869$24,532 $346,40130
LAURA HALL SECRETARY0 $0$276,957$23,348 $300,30531
MATTHEW STEINLE Vice President0 $0$218,469$17,298 $235,7674
2015 · 3 people listed · 3 paid, $885K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MURTAGH PRESIDENT0 $0$327,050$26,857 $353,90730
LAURA HALL SECRETARY0 $0$276,526$23,235 $299,76131
MATTHEW STEINLE Vice President0 $0$215,331$16,094 $231,4254
2014 · 3 people listed · 3 paid, $839K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MURTAGH PRESIDENT0 $0$316,665$23,840 $340,50530
LAURA HALL SECRETARY0 $0$255,972$24,306 $280,27831
MATTHEW STEINLE VICE-PRESIDENT0 $0$199,728$18,294 $218,0224
2013 · 3 people listed · 3 paid, $808K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MURTAGH PRESIDENT0 $0$317,163$23,311 $340,47430
LAURA HALL SECRETARY0 $0$239,870$20,212 $260,08231
MATTHEW STEINLE VICE-PRESIDENT0 $0$189,989$17,000 $206,9894

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $17K
2023 · 1 grant to organizations · $17K
2022 · 1 grant to organizations · $16K
2021 · 1 grant to organizations · $5.0M
2020 · 1 grant to organizations · $213K
2019 · 1 grant to organizations · $1.3M
2018 · 1 grant to organizations · $7K
2017 · 1 grant to organizations · $1.6M
2016 · 1 grant to organizations · $8K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$2,176,702$2,021,211 $7,451,979$693,752 $105,000$2,072,479 $67,98010
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$2,066,573$1,946,552 $7,068,899$538,261 $82,000$1,985,466 $01-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$2,387,857$2,116,507 $6,504,250$418,240 $175,648$2,213,476 $01-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$2,003,606$6,965,758 $6,249,784$146,890 $60,952$1,856,938 $01-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$1,831,115$1,943,458 $11,039,867$5,109,042 $63,700$1,679,735 $01-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$2,801,806$5,118,288 $11,164,278$5,221,385 $60,100$2,722,445 $01-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$2,905,247$3,264,380 $7,439,424-$423,101 $60,000$2,844,263 $01-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$2,524,739$4,769,035 $7,662,372-$63,968 $43,226$2,475,857 $01-
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$1,118,550$1,285,335 $9,823,870$4,178,026 $45,749$1,062,243 $01-
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$3,900,926$554,937 $5,581,493$4,344,811 $1,555,569$545,237 $00-
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$827,300$572,447 $2,405,546$998,822 $323,430$503,812 $00-
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$420,436$536,253 $2,040,263$743,969 $0$420,400 $00-

Funders of this organization

1 grantor reported grants to this organization, $827,857 in all, tax years 2014 to 2017. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
EAH INC Public charity Exact 2014-2017 4$827,857 2017$40,000
show

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ORGANIZING ROOTS INCCAB90 $2,469,188$1,608,738 CO-FOUNDER$174,482 Same NTEE code B90, revenue within 2x, same state
LONG BEACH CITY COLLEGE AUXILIARY INCCAB90 $2,986,514$3,198,906 VP SSS$433,729 Same NTEE code B90, revenue within 2x, same state
SILICON VALLEY EMPLOYERS FORUMCAB90 $2,450,476$2,387,079 PRESIDENT & CEO$521,111 Same NTEE code B90, revenue within 2x, same state
KINGMAKERS OF OAKLANDCAB90 $2,599,445$5,519,826 CEO$337,279 Same NTEE code B90, revenue within 2x, same state
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FAMILY LEADERSHIP INCCAB90 $2,171,917$1,994,083 Executive Dir.$95,339 Same NTEE code B90, revenue within 2x, same state
NEXT GENERATION SCHOLARS INCCAB90 $1,962,268$1,896,496 Executive Dir.$171,780 Same NTEE code B90, revenue within 2x, same state
PLAYLAB EDUCATION INCCAB90 $3,876,292$1,685,113 President$215,000 Same NTEE code B90, revenue within 2x, same state
AMERICAN GI FORUM EDUCATION FOUNDATION OF SANTA MARIA CACAB90 $1,722,360$1,677,139 President$0 Same NTEE code B90, revenue within 2x, same state
SONOMA VALLEY MENTORING ALLIANCE INCCAB90 $1,671,352$823,313 Executive Dir.$122,500 Same NTEE code B90, revenue within 2x, same state
SCHOOLHOUSE WORLD INCCAB90 $4,207,483$4,103,594 COO$190,661 Same NTEE code B90, revenue within 2x, same state
ASTEME LEARNING CENTER INCCAB90 $1,984,522$2,245,889 Executive Dir.$0 Same NTEE code B90, revenue within 2x, same state
CALIFORNIA STATE UNIVERSITY BAKERSFIELD STUDENT-CENTERED ENTERCAB90 $1,800,447$1,513,869 UNIVERSITY PRESIDENT$609,296 Same NTEE code B90, revenue within 2x, same state
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Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$22,860,333190 452016–2024 KINGMAKERS OF OAKLAND; FOUNDATION FOR A COLLEGE EDUCATION; SCHOOLHOUSE WORLD INC; ONE IN LONG BEACH INC and 41 more
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$17,344,561103 202010–2024 LEARNING ACCELERATOR; KINGMAKERS OF OAKLAND; FOUNDATION FOR A COLLEGE EDUCATION; NEW BREATH FOUNDATION and 16 more
JAMES IRVINE FOUNDATION Private foundation$17,079,33541 82010–2024 LINKED LEARNING ALLIANCE; FOUNDATION FOR A COLLEGE EDUCATION; ASIAN AMERICAN EDUCATION PROJECT; KINGMAKERS OF OAKLAND and 4 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$14,170,271207 392014–2024 THINKING NATION CORP; NATIVITY PREP ACADEMY OF SAN DIEGO; BRIGHT PROSPECT; BURLINGAME COMMUNITY FOR EDUCATION FOUNDATION and 35 more
GATES FOUNDATION Private foundation$11,483,05922 72011–2024 INNOVATEEDU INC; LEARNING ACCELERATOR; LINKED LEARNING ALLIANCE; KINGMAKERS OF OAKLAND and 3 more
MARIN COMMUNITY FOUNDATION DAF sponsor$8,177,60542 102009–2024 NEXT GENERATION SCHOLARS INC; MARIN PROMISE PARTNERSHIP; CAREER TECHNICAL EDUCATION FOUNDATION SONOMA COUNTY; KRISHNAMURTI FOUNDATION OF AMERICA and 6 more
NATIONAL PHILANTHROPIC TR DAF sponsor$7,761,14071 242014–2024 URBAN ED ACADEMY; NEXT GENERATION SCHOLARS INC; MERONA LEADERSHIP FOUNDATION; COLLEGESPRING INC and 20 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$6,567,902104 272019–2024 BURLINGAME COMMUNITY FOR EDUCATION FOUNDATION; SCHOOLHOUSE WORLD INC; BREAKTHROUGH SILICON VALLEY; URBAN ED ACADEMY and 23 more
MCCONNELL FOUNDATION Private foundation$6,459,6339 12017–2024 SHASTA COLLEGE FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$6,139,73043 182020–2024 826 NATIONAL; MERONA LEADERSHIP FOUNDATION; BREAKTHROUGH SILICON VALLEY; NATIVITY PREP ACADEMY OF SAN DIEGO and 14 more
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$5,690,03545 82009–2024 BRIGHT PROSPECT; YOUTH MENTORING CONNECTION; EVERYBODY DANCE LA; LA COMPOST and 4 more
IMPACTASSETS INC DAF sponsor$4,696,58414 62017–2024 MENOMINI YOU INC; REAL OPTIONS FOR CITY KIDS; SONOMA VALLEY MENTORING ALLIANCE INC; INPLAY LEARNING NETWORK and 2 more
THE CALIFORNIA ENDOWMENT Private foundation$4,325,40130 82013–2024 NEW BREATH FOUNDATION; ORGANIZING ROOTS INC; LINKED LEARNING ALLIANCE; BRIGHT PROSPECT and 4 more
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$4,024,62240 152017–2024 TILLYS LIFE CENTER; KINGMAKERS OF OAKLAND; EVERYBODY DANCE LA; COLLEGESPRING INC and 11 more
SAN FRANCISCO FOUNDATION DAF sponsor$3,858,52142 132010–2024 URBAN ED ACADEMY; LEARNING ACCELERATOR; NEW BREATH FOUNDATION; REAL OPTIONS FOR CITY KIDS and 9 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $2,021,211 spent · pay $75,324 · grants $16,656 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ALLOCABLE SHARE OF PS E $1,544,830$1,544,830-- 76.4%
Other (as described)INCENTIVE MGMT FEES $150,628$150,628-- 7.5%
Other (as described)PARTNERSHIP MGMT FEES $125,523$125,523-- 6.2%
Other salaries and wages $67,973$67,973-- 3.4%
Interest $64,142$64,142-- 3.2%
Other (as described)ASSET MANAGEMENT FEE $35,803$35,803-- 1.8%
Grants to US organizations and governments $16,656$16,656-- 0.8%
Payroll taxes $5,319$5,319-- 0.3%
All other expenses $4,305$4,305-- 0.2%
Fees: accounting $4,000$4,000-- 0.2%
Other employee benefits $2,032$2,032-- 0.1%
Total$2,021,211100%

View the filing

2023 · Form 990 · $1,946,552 spent · pay $69,396 · grants $16,939 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ALLOCABLE SHARE OF PS EXPENSES $1,476,905$1,476,905-- 75.9%
Other (as described)INCENTIVE MGMT FEES $153,169$153,169-- 7.9%
Other (as described)PARTNERSHIP MGMT FEES $121,497$121,497-- 6.2%
Interest $62,725$62,725-- 3.2%
Other salaries and wages $62,555$62,555-- 3.2%
Other (as described)ASSET MANAGEMENT FEE $34,699$34,699-- 1.8%
Grants to US organizations and governments $16,939$16,939-- 0.9%
All other expenses $6,122$6,122-- 0.3%
Fees: accounting $5,100$5,100-- 0.3%
Payroll taxes $4,904$4,904-- 0.3%
Other employee benefits $1,937$1,937-- 0.1%
Total$1,946,552100%

View the filing

2022 · Form 990 · $2,116,507 spent · pay $63,856 · grants $16,456 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ALLOCABLE SHARE OF PS EXPENSES $1,713,239$1,713,239-- 80.9%
Other (as described)PARTNERSHIP MGMT FEES $117,605$117,605-- 5.6%
Other (as described)INCENTIVE MGMT FEES $98,220$98,220-- 4.6%
Interest $61,339$61,339-- 2.9%
Other salaries and wages $57,577$57,577-- 2.7%
Other (as described)ASSET MANAGEMENT FEE $33,631$33,631-- 1.6%
Grants to US organizations and governments $16,456$16,456-- 0.8%
All other expenses $6,286$6,286-- 0.3%
Fees: accounting $5,875$5,875-- 0.3%
Payroll taxes $4,533$4,533-- 0.2%
Other employee benefits $1,746$1,746-- 0.1%
Total$2,116,507100%

View the filing

2021 · Form 990 · $6,965,758 spent · pay $54,986 · grants $4,982,218 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $4,982,218$4,982,218-- 71.5%
Other (as described)ALLOCABLE SHARE PS EXPENSES $1,529,577$1,529,577-- 22.0%
Other (as described)INCENTIVE MGMT FEES $186,996$186,996-- 2.7%
Other (as described)PARTNERSHIP MGMT FEES $113,842$113,842-- 1.6%
Interest $59,983$59,983-- 0.9%
Other salaries and wages $49,615$49,615-- 0.7%
Other (as described)ASSET MGMT FEES $27,277$27,277-- 0.4%
All other expenses $5,881$5,881-- 0.1%
Fees: accounting $4,998$4,998-- 0.1%
Payroll taxes $4,009$4,009-- 0.1%
Other employee benefits $1,362$1,362-- 0.0%
Total$6,965,758100%

View the filing

2020 · Form 990 · $1,943,458 spent · pay $51,377 · grants $212,743 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ALLOCABLE SHARE PS EXPENSES $1,363,303$1,363,303-- 70.1%
Grants to US organizations and governments $212,743$212,743-- 10.9%
Other (as described)INCENTIVE MGMT FEES $115,544$115,544-- 5.9%
Other (as described)PARTNERSHIP MGMT FEES $110,201$110,201-- 5.7%
Interest $58,657$58,657-- 3.0%
Other salaries and wages $46,277$46,277-- 2.4%
Fees: accounting $19,852$19,852-- 1.0%
Other (as described)MISCELLANEOUS EXPENSES $5,906$5,906-- 0.3%
All other expenses $5,875$5,875-- 0.3%
Payroll taxes $3,773$3,773-- 0.2%
Other employee benefits $1,327$1,327-- 0.1%
Total$1,943,458100%

View the filing

2019 · Form 990 · $5,118,288 spent · pay $48,603 · grants $1,329,561 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ALLOCABLE SHARE PS EXPENSES $3,395,893$3,395,893-- 66.3%
Grants to US organizations and governments $1,329,561$1,329,561-- 26.0%
Other (as described)PARTNERSHIP MGMT FEES $142,124$142,124-- 2.8%
Other (as described)INCENTIVE MGMT FEES $93,818$93,818-- 1.8%
Interest $93,001$93,001-- 1.8%
Other salaries and wages $43,438$43,438-- 0.8%
Other (as described)ASSET MGMT FEES $9,173$9,173-- 0.2%
All other expenses $4,515$4,515-- 0.1%
Payroll taxes $3,568$3,568-- 0.1%
Fees: accounting $1,600$1,600-- 0.0%
Other employee benefits $1,597$1,597-- 0.0%
Total$5,118,288100%

View the filing

2018 · Form 990 · $3,264,380 spent · pay $45,981 · grants $6,963 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ALLOCABLE SHARE PS EXPENSES $2,893,490$2,893,490-- 88.6%
Other (as described)PARTNERSHIP MGMT FEES $148,838$148,838-- 4.6%
Interest $101,038$101,038-- 3.1%
Other (as described)INCENTIVE MGMT FEES $47,848$47,848-- 1.5%
Other salaries and wages $41,150$41,150-- 1.3%
Other (as described)ASSET MGMT FEES $10,080$10,080-- 0.3%
Grants to US organizations and governments $6,963$6,963-- 0.2%
Fees: accounting $5,100$5,100-- 0.2%
All other expenses $5,042$5,042-- 0.2%
Payroll taxes $3,376$3,376-- 0.1%
Other employee benefits $1,455$1,455-- 0.0%
Total$3,264,380100%

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2017 · Form 990 · $4,769,035 spent · pay $36,953 · grants $1,616,572 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ALLOCABLE SHARE PS EXPENSES $2,798,419$2,798,419-- 58.7%
Grants to US organizations and governments $1,616,572$1,616,572-- 33.9%
Other (as described)PARTNERSHIP MGMT FEES $143,913$143,913-- 3.0%
Interest $98,001$98,001-- 2.1%
Other (as described)INCENTIVE MGMT FEES $55,812$55,812-- 1.2%
Other salaries and wages $32,428$32,428-- 0.7%
Other (as described)ASSET MGMT FEES $9,691$9,691-- 0.2%
All other expenses $7,324$7,324-- 0.2%
Other employee benefits $2,480$2,480-- 0.1%
Fees: accounting $2,350$2,350-- 0.0%
Payroll taxes $2,045$2,045-- 0.0%
Total$4,769,035100%

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2016 · Form 990 · $1,285,335 spent · pay $31,894 · grants $8,011 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PTNRSHIP - ALLOCABLE SHARE EXP $1,098,882$1,098,882-- 85.5%
Other (as described)PARTNERSHIP MGMT FEES $96,787$96,787-- 7.5%
Other (as described)INCENTIVE MGMT FEES $32,042$32,042-- 2.5%
Other salaries and wages $31,894$31,894-- 2.5%
Fees: accounting $8,600$8,600-- 0.7%
Grants to US organizations and governments $8,011$8,011-- 0.6%
Other (as described)ASSET MGMT FEES $4,683$4,683-- 0.4%
All other expenses $4,436$4,436-- 0.3%
Total$1,285,335100%

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2015 · Form 990 · $554,937 spent · pay $0 · grants $801 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PTNRSHIP - ALLOCABLE SHARE EXP $424,863$424,863-- 76.6%
Other (as described)PARTNERSHIP MGT FEES $93,202$93,202-- 16.8%
Other (as described)INCENTIVE MGT FEES $28,224$28,224-- 5.1%
Other (as described)MISCELLANEOUS $4,197$4,197-- 0.8%
Fees: management $3,650$3,650-- 0.7%
Grants to US organizations and governments $801$801-- 0.1%
Total$554,937100%

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2014 · Form 990 · $572,447 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PTNRSHIP - ALLOCABLE SHARE EXP $452,886$452,886-- 79.1%
Other (as described)PARTNERSHIP MGT FEES $86,435$86,435-- 15.1%
Other (as described)INCENTIVE MGT FEES $33,126$33,126-- 5.8%
Total$572,447100%

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2013 · Form 990 · $536,253 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PTNRSHP - ALLOCABLE SHARE EXP $476,002$476,002-- 88.8%
Other (as described)PARTNERSHIP MGT FEES $32,392$32,392-- 6.0%
Other (as described)INCENTIVE MGT FEES $27,859$27,859-- 5.2%
Total$536,253100%

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